Revenue segments as reported by the company.

Investment banking

Trading

Investments

Commissions and fees

Asset management

Net interest

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Brokerage, clearing and exchange fees

Information processing and communications

Professional services

Occupancy and equipment

Marketing and business development

Provision for credit losses

Other Non‐compensation

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Morgan Stanley

Smith Barney (now know as Morgan Stanley Wealth Management), is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith Barney, which was formerly a division of Citi Global Wealth Management. The combined brokerage house has 17,649 financial advisors and manages $2 trillion in client assets.

Smith Barney

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q4 2024

Morgan Stanley reports resilient performance amidst macro challenges and growth opportunities

Morgan Stanley's Q4 performance showcased resilience and growth in key segments. Challenges in Institutional Securities and asset trends in Wealth Management require attention. Opportunities lie in NII expansion, market rebound, and growth strategies.

Morgan Stanley excels in Q1 2023, eyes growth amid challenges

Morgan Stanley's Q1 2023 demonstrated financial resilience and strategic foresight amidst industry challenges, with a focus on capital strength and client trust.
While facing challenges in NII stability and cost management, the firm is well-positioned to leverage market opportunities and navigate uncertainties effectively.
Strategic initiatives around expense management, growth, and acquisitions signal a proactive approach to driving sustainable performance and shareholder value.

Morgan Stanley reports resilient Q2 performance amidst market challenges

Morgan Stanley navigated challenges with market improvements in Q2.
Strong performance in Wealth Management with record revenues and net new assets.
Clear CEO succession plan and focus on customization products for growth.
Challenges in Institutional and Investment Management revenues addressed.

Morgan Stanley reports robust Q3 earnings, eyes global expansion opportunities

Morgan Stanley's Q3 performance showcased strength in Wealth and Investment Management, despite challenges in NII and market environment.
The company's successful E*TRADE integration and strong capital position position it well for growth and shareholder returns.
Opportunities lie in technology investments, global expansion, and strategic M&A, while challenges include NII decline and market rate impacts.
Overall, Morgan Stanley's performance reflects resilience and strategic focus amidst a dynamic financial landscape.

Morgan Stanley reports strong 2023 earnings, eyes growth opportunities

Morgan Stanley's transformation over 15 years has led to robust financial performance, particularly in Wealth and Investment Management. Despite challenges in Institutional Securities, the firm remains optimistic for 2024, focusing on organic growth and efficiency.

Morgan Stanley excels in Q1 2024 earnings, eyes growth opportunities

Morgan Stanley's Q1 2024 earnings call highlighted strong financial performance, particularly in Wealth and Investment Management. The firm faces challenges in maintaining fixed income revenues and managing tax rates but sees opportunities in expanding client assets and profitability.

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Cost of revenue

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Operating expenses

SG&A

Operating income

EBITDA

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Earnings per share

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Current assets

Cash & equivalents

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Inventory

Non-current assets

Net PPE

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Minority interest

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Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Morgan Stanley (MS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Morgan Stanley (MS) Is a Trending Stock: Facts to Know Before Betting on It

Morgan Stanley's stock (NYSE: MS) gained about 42% year-to-date. This compares to rival Goldman Sachs stock, which has seen its stock gain about 55% year-to-date.

What's Happening With Morgan Stanley Stock?

MS joins forces with Wise to enhance its foreign exchange settlement capabilities, boost its existing product suite and offer fast-paced services to corporate clients.

Morgan Stanley Collaborates With Wise to Enhance Payment Capabilities

Goldman Sachs

MS and GS are well-poised to gain from the revival of global M&As. Read on to know whether to bet on these stocks now or wait.

Morgan Stanley or Goldman: Which Stock to Keep an Eye on in 2025?

Morgan Stanley (MS) concluded the recent trading session at $127.74, signifying a -1% move from its prior day's close.

Here's Why Morgan Stanley (MS) Fell More Than Broader Market

Morgan Stanley will offer its clients high-speed cross-border settlements through Wise Platform. The investment bank tapped this solution from Wise, a global technology focused on money movement, to facilitate foreign exchange international settlement for its corporate and institutional clients, the companies said in a Tuesday (Dec. 17) press release.

Morgan Stanley Taps Wise Platform to Accelerate Cross-Border Settlements

NEW YORK--(BUSINESS WIRE)--Wise has been selected to facilitate Morgan Stanley's foreign exchange international settlement capabilities for corporate customers.

Morgan Stanley Selects Wise Platform to Enhance Payments Capabilities for Corporate Clients

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (“MSIM”), through investment funds managed by Morgan Stanley Infrastructure Partners (“MSIP”), its private infrastructure investment platform, today announced it has entered an agreement to sell its 50% ownership stake in Larus Holding Limited, the 100% owner of Höegh Evi Ltd. (“Höegh Evi” or the “Company”) to funds managed by Igneo Infrastructure Partners. Aequitas Limited (“Aequitas”), indirectly controlled by Leif O. Høegh and f.

Morgan Stanley Infrastructure Partners Sells Höegh Evi Stake

Here is how Morgan Stanley (MS) and Banc of California (BANC) have performed compared to their sector so far this year.

Are Finance Stocks Lagging Morgan Stanley (MS) This Year?

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We have narrowed our search to five investment bank stocks that have strong growth potential for 2025. These are: GS, MS, BAC, WFC, RJF.

Invest in 5 Investment Bank Stocks to Enrich Your Portfolio in 2025

Morgan Stanley (MS) concluded the recent trading session at $127.59, signifying a +0.63% move from its prior day's close.

Morgan Stanley (MS) Rises Yet Lags Behind Market: Some Facts Worth Knowing

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NiSource

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Snap-on

Amid inflation, geopolitical risks, and workforce shifts, high-yield dividend stocks like NI, SNA, PKG, CF, and MS provide a defensive investment strategy.

Dividend Investing: 5 Must-Have High-Yield S&P 500 Stocks for 2025

Morgan Stanley (MS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

What Makes Morgan Stanley (MS) a New Strong Buy Stock

Canary Wharf has agreed to borrow £610 million from US investment giant Apollo in order to pay off bonds over the coming years. Having faced pressure due to a shift in working patterns since the pandemic, Canary Wharf Group said the loan would be used to cover bonds due in April 2025 and 2026.

Canary Wharf bags crucial £160mln loan to meet debt payments

Comerica

West Bancorp

WTBA, CMA and MS made it to the Zacks Rank #1 (Strong Buy) income stocks list on December 10, 2024.

Best Income Stocks to Buy for December 10th

Zacks.com users have recently been watching Morgan Stanley (MS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Investors Heavily Search Morgan Stanley (MS): Here is What You Need to Know

In the latest trading session, Morgan Stanley (MS) closed at $130.32, marking a +0.25% move from the previous day.

Morgan Stanley (MS) Ascends While Market Falls: Some Facts to Note

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The S&P 500 is projected to finish between 6,700 and 7,200 in 2025, driven by lower Fed rates and potential corporate tax cuts. The Dividend Harvesting Portfolio reached new all-time highs with a 29.08% return, generating $1,876.88 in forward annualized dividend income. Consistent weekly investments and reinvesting dividends have significantly grown the portfolio, showcasing the power of income investing even with limited capital.

Dividend Harvesting Portfolio Week 196: $19,600 Allocated, $1,876.88 In Projected Dividends

In the latest trading session, Morgan Stanley (MS) closed at $131.61, marking a +0.3% move from the previous day.

Morgan Stanley (MS) Rises But Trails Market: What Investors Should Know

With stock prices of Goldman Sachs Group Inc. and Morgan Stanley both outperforming the S&P 500 handily on optimism in the banking sector, HSBC analyst Saul Martinez downgraded shares of both financial firms to neutral from buy.

Goldman, Morgan Stanley ratings lowered due to lofty stock values

Is Morgan Stanley (MS) Stock Outpacing Its Finance Peers This Year?

Recently, Zacks.com users have been paying close attention to Morgan Stanley (MS). This makes it worthwhile to examine what the stock has in store.

Here is What to Know Beyond Why Morgan Stanley (MS) is a Trending Stock

Internal company documents describe the bank's weak anti-money-laundering controls and failure to complete due-diligence reviews as staff expressed alarm: ‘We need to kill this.'

How Morgan Stanley Courted Dodgy Customers to Build a Wealth-Management Empire

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Morgan Stanley (MS) concluded the recent trading session at $134.69, signifying a -0.22% move from its prior day's close.

Morgan Stanley (MS) Stock Dips While Market Gains: Key Facts

News for Morgan Stanley Stock (MS)